Inviting a payee to Corpay Cross-Border Connections

To create connections with your payees, you first send them an invitation from your Corpay Cross-Border account. The payee you invite will receive an email that contains a link to the Connections signup page where they create their Connections account and enter their contact and banking details. The link in the email is valid for 30 days.

Important: Before you invite payees to connect with you, we recommend that you add your logo and signature to the email template. For more information, see Creating custom email templates.

To invite a payee to Corpay Cross-Border Connections

  1. In the toolbar, under Templates, click Connections.
  2. On the Connections page, click NEW INVITATION.

    Connections page showing the New Inviation button

    Alternatively, on the Beneficiaries page, click the down arrow beside CREATE NEW BENEFICIARY, and then click Invite to Corpay Cross-Border.

    Invite to Corpay Cross-Border

    A message appears to remind you that you can invite only individuals.

    Individual Entity reminder message

    If you don't want to see this message again, click to put a check in the box beside Do not show this message again. Then click GOT IT!
    The Invite to Corpay Cross-Border page appears.

    Invitation to Cambridge Link
  3. From the Invitation Template dropdown list, choose the template that you want to use.
    For information on creating and editing email templates, see Creating custom email templates.
    On the right side of the page, you can see a preview of the email that will be sent.
  4. Click SINGLE INVITE to display the editable email fields.
  5. Enter the name and email address of the payee you want to invite to connect with you.
    Notice that, as you enter information in the invitation fields, the information also appears in the preview pane on the right side of the page.
    Note: In the Name field, you can enter up to 150 alphanumeric characters. The name can contain spaces, dashes, and underscores, but not special characters.
  6. Optionally, in the Custom Message section, enter any additional text that you want to include in the email. For example, you may want to add a personal note to the invitation.

    Invite to Connections invitation
  7. Optionally, click to put a check in the box beside Invite another if you want to send additional invitations.
  8. Click INVITE to send the invitation you just created to the specified email address.

    If you selected Invite another in step 7, you will remain on the Invite to Corpay Cross-Border Connections page and the form fields will be blank so that you can create and send another invitation.

    If you did not select that option, after you click INVITE, you will be taken to the IN PROGRESS tab on the Connections page.
    The invitation you just sent is listed in the grid. Its status is Sent.
    Tip: If there are a lot of connections listed on the IN PROGRESS tab, you can use the Status filter to view connections for a specific status.

    Connection Invitation Pending